Pinnacle Financial Partners, Inc.
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 13,235,649
- Description
- Atlanta Georgia based planning integrated investment advisor with an incorporated management platform and a disciplined and process driven investment mandate. The approach emphasizes model based security selection, planning integrated mandate design, and fundamental research depth for fiduciary household mandates. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through cross cycle capital preservation and mandate calibration.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/18/2026 | 1,046 | 13,235,649 | 13F-HR/A - RESTATEMENT | Pinnacle Financial Partners, Inc. |
| Q4 2025 | 2/17/2026 | 943 | 8,976,570 | 13F-HR | Pinnacle Financial Partners, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 9.781 M | 73.9% | 9.781 M | 0 | 9.781 M |
| ETFs | 3.401 M | 25.7% | 3.401 M | 0 | 3.401 M |
| Debt | 50.89 K | 0.4% | 50.89 K | 0 | 50.89 K |
| Other | 1.769 K | 0.0% | 1.769 K | 0 | 1.769 K |
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Fund Snapshot
Q4 2025
Latest filed
2/18/2026
Total value ($000)
13,235,649
Holdings
1046
QoQ value change ($000)
—
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.